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Roble Belko & Company’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Roble Belko & Company’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13K Hold
216
– – ﹤0.01% 289
2025
Q4 		$13K Hold
216
– – ﹤0.01% 290
2025
Q3 		$13K Hold
216
– – ﹤0.01% 258
2025
Q2 		$11K Buy
+216
New +$8.6K ﹤0.01% 262

Other funds holding CHAT

MCM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Roble Belko & Company's CHAT Position: Q1 2026 in Review

Roble Belko & Company held its Roundhill Generative AI & Technology ETF (CHAT) position steady in Q1 2026 at 216 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Roble Belko & Company first reported a position in CHAT in Q2 2025 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold CHAT as of Q1 2026.

  • Roble Belko & Company held 216 shares of Roundhill Generative AI & Technology ETF worth $13K as of Q1 2026.
  • Roble Belko & Company left its Roundhill Generative AI & Technology ETF share count unchanged in Q1 2026.
  • Roundhill Generative AI & Technology ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q1 2026, its #289 holding.
  • Roble Belko & Company first reported a position in Roundhill Generative AI & Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.